Leverty Financial Group, LLC Ishares Trust Ishares Esg Awar Transaction History

Leverty Financial Group, LLC

$311 Million
Q3 2025

A detailed history of Leverty Financial Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Leverty Financial Group, LLC holds 3,348 shares of ESGD stock, worth $314,343. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,348

Previous 3,365 0.51%

Holding current value

$314,343

Previous $300,000 3.67%

% of portfolio

0.1%

Previous 0.11%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$87.05 - $93.19 $1,479 - $1,584	-17 Reduced 0.51%	3,348 $311,000
Q4 2024 Jan 24, 2025	BUY	$75.65 - $83.47 $254,562 - $280,876	3,365 New	3,365 $256,000
Q1 2024 Apr 23, 2024	SELL	$73.39 - $80.18 $56,877 - $62,139	-775 Reduced 14.18%	4,690 $374,000
Q3 2023 Oct 18, 2023	SELL	$68.87 - $74.82 $482 - $523	-7 Reduced 0.13%	5,465 $377,000
Q4 2022 Jan 30, 2023	SELL	$55.83 - $67.96 $211,316 - $257,228	-3,785 Reduced 40.89%	5,472 $359,000
Q3 2022 Oct 20, 2022	BUY	$55.75 - $67.2 $164,295 - $198,038	2,947 Added 46.7%	9,257 $519,000
Q2 2022 Jul 18, 2022	SELL	$61.64 - $74.67 $126,793 - $153,596	-2,057 Reduced 24.58%	6,310 $396,000
Q1 2022 Apr 20, 2022	BUY	$67.21 - $80.45 $546,954 - $654,702	8,138 Added 3553.71%	8,367 $616,000
Q4 2021 Feb 09, 2022	BUY	$76.64 - $82.32 $17,550 - $18,851	229 New	229 $18,000

Others Institutions Holding ESGD

# of Institutions

723

Shares Held

96.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Leverty Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Leverty Financial Group, LLC with notifications on news.

Account

Leverty Financial Group, LLC Ishares Trust Ishares Esg Awar Transaction History